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Building 2A SLING & A STONE, INCORPORATED

Map pinBURNET, TX
Phone512-553-5151
NotebookSEC #801-132007
Total AUM
$104.6M
Employees
3
Clients
377

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
123 E. JACKSON
SUITE 206
BURNET
TX 78611
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
512-553-5151

ReceiptFinancials

Total AUM
$104.6M
Accounts
391
Discretionary
$69.1M
Accounts
304
Non-Discretionary
$35.5M
Accounts
87

ContactClients

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Individual Clients
345
AUM
$31.8M
HNW Individual Clients
19
AUM
$47.4M
Pooled Vehicle Clients
6
AUM
$1.1M
Pension/Profit Sharing Plan Clients
3
AUM
$18.6M
Charitable Organization Clients
3
AUM
$2.3M
Corporation or Business Clients
1
AUM
$3.4M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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